Adding Your First Dashboard

Click on Integrations → Connections Click on New Connection button

• Name
  • Name your connection
• Slug
  • This slug (url extension) will auto-generate but can be customized
• Description
• Platform
  • Options include: Tableau, Power BI, ThoughtSpot
  • After selecting an option, fill out the platform specific connection information and credentials

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Tableau

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Tableau Server

1. Enter Site name (e.g. https://analytics.acme.com)
2. Enter Service Account credentials or Personal Access Token. To enter Personal Access Token, follow the below steps:
   1. Log onto your Tableau Server
   2. Click account icon on top right of screen (by default, will by a circle with your initials in it)
   3. Select My Account Settings
   4. Scroll to Personal Access Token
   5. Enter a Name for your Token and click Create Token

Additional information on Personal Access Tokens can be found in Tableau’s documentation.

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Tableau Cloud

1. Select the Tableau Cloud Host region (found in the server url)
2. Enter the Site name (found in the server url after logging in)
3. Enter your Personal Access Token
4. To enter Personal Access Token, follow the below steps:
   1. Log onto your Tableau Server
   2. Click account icon on top right of screen (by default, will by a circle with your initials in it)
   3. Select My Account Settings
   4. Scroll to Personal Access Token
   5. Enter a Name for your Token and click Create Token

Additional information on Personal Access Tokens can be found in Tableau’s documentation.

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Power BI

Enter your Tenant ID in Azure. To find your Tenant ID, follow this documentation.

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ThoughtSpot

1. Enter your ThoughtSpot URL
2. Enter your ThoughtSpot credentials

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Adding a Dashboard From Your Server

Once you have established a connection to your server you can begin adding individual Dashboard connections. For our example we will follow along with a Tableau Dashboard but the instructions are similar for other BI platforms.

1. Click Tableau (or your BI Platform Option) → Dashboards
2. Click the New Dashboard Button

Select desired Server, Site, Project, Workbook, and Dashboard then click create to establish a connection. Connect dashboards will be listed in the Tableau → Dashboard menu:

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Adding a Menu Link to the Navigation

After a connection to a Dashboard has been established, the simplest method is to add a menu link to the navigation pane at the top of your environment. Click Content → Navigation

1. Select New Menu Link
2. Select your Dashboard Link Type
3. Select your Dashboard
4. Select Create

Once you create the link you will be brought to a page that displays the navigation hierarchy. You can control the navigation pane’s order and drop down menus here: After you have decided on hierarchy, navigate to the front end and see your new navigation menu items that lead to your dashboards: